Cory Millmier is a registered investment advisor at Bsc Capital Partners, LLC, based in West Des Moines, IA, with 6 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 293 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.10% |
| $1.5M+ | 0.95% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Location
1031 Office Park Road, Suite 4, West Des Moines, IA, 50265
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Cory is a finance committee member at St Ambrose Catholic Cathedral, a religious organization, since 2014. This activity involves reviewing expenses, capital improvements, and operations, and requires minimal time.
Employment History
Current Registrations
Bsc Capital Partners, LLC
State Registrations1 state
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